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Anna Vollenweider
Managing Director at Tag Advisors
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Work Experience
Managing Director
Nov 2023 - Present · 1 years and 2 months
Financial Advisor
Jul 2022 - Dec 2023 · 1 years and 5 months
Director Of Financial Planning
Aug 2020 - Jul 2022 · 1 years and 11 months
Company Details
201-500 Employees
If you are an experienced, independent, entrepreneurial advisor, you want your business to thrive. But you may be frustrated by increasingly difficult compliance and operational problems with your broker dealer. You need a strategic partner whose goals and vision align with yours. At TAG, we believe you deserve an advocate who understands and supports your goals and aspirations. We understand your challenges and pain. Which is why we have built an organization of over 340 like-minded advisors who have found they do better together with us than going it on their own. We combine the advantages of one of the largest independent broker-dealers with an intimate network dedicated to individualized service. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Each company is independently responsible for the products and services they provide. Representatives of Cambridge Investment Research, Inc. do not provide tax or legal advice in their roles as registered representatives. Cambridge and TAG Advisors and its subsidiaries are separate entities.
Year Founded
1999
Social Media
Linkedin
Industry
Financial Services
HQ Location
4801 Cox Rd Glen Allen, Virginia 23060, US
Keywords
@TAGAdvisorsUS
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